How to Set up a Clinical Contact Note Template?

On our clinical contact note feature we give you a space to add critical notes regarding your individuals. We have a feature that allows you to configure the Types of notes and a feature that allows you to build out templates. Please see the two videos below and working in these features. 

Click here to watch video

Click here to watch video on configuring your "Types"

1. Under Settings, go to Clinical Contact Note Template

2. Click Add Template.

3. Add section titles, and options which will appear under each section.

4.  Once you save your changes, the template will be available on the Clinical Contact Note for the clinician to select. Here is how it will appear to the clinician.

Please reach out with any questions.

Contact Information

For more information please contact us at:   
888.426.4020

help@icaremanager.com 

Still need help? Open a Ticket Open a Ticket